Tax Preparer Assistant - Franchise Location
About The Position
As a Tax Preparer Assistant at an H&R Block franchise location, you will help clients make confident, informed decisions about their lives, careers, and money while building client relationships. You will assist with entering client and W-2 information into the tax program at the beginning of the tax interview, then help complete the interview by assembling the tax return, obtaining required signatures, reviewing the finished return with the client, and completing bookkeeping procedures. You will also help ensure clients receive superior service and perform other duties as assigned. Additional state and local requirements may apply.
Requirements
- High school diploma or equivalent.
- Reading and math skills required to begin and finish the tax return interview.
- Ability to communicate effectively in person and on the phone.
- Previous experience with Windows-based computer programs.
- Additional state and local requirements may apply.
Nice To Haves
- Additional coursework in math, accounting, or finance.
Responsibilities
- Enter client and W-2 information into the tax program at the beginning of the tax interview.
- Assemble the tax return, obtain required signatures, review the finished product with the client, and complete bookkeeping procedures.
- Ensure H&R Block clients receive superior service.
- Perform other duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
